@rubytech/create-maxy-code 0.1.311 → 0.1.313

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@rubytech/create-maxy-code",
-  "version": "0.1.311",
+  "version": "0.1.313",
   "description": "Install Maxy — AI for Productive People",
   "bin": {
     "create-maxy-code": "./dist/index.js"

package/payload/platform/lib/graph-style/dist/index.d.ts

@@ -64,8 +64,11 @@ export declare function formatMessageTimestamp(iso: string): string | null;
 /**
  * 24-char canvas label for a node. Label precedence per label family
  * (ToolCall.toolName, WorkflowRun startedAt formatted, WorkflowStep.label,
- * Person givenName+familyName compose, Agent displayName/slug, Message
- * role+timestamp), then a generic fallthrough across curated keys
+ * Person givenName+familyName compose, Agent displayName/slug, Job
+ * client+#jobId compose, QuoteDocument ref, InboundInvoice
+ * supplier+#confirmationNumber compose, WhatsAppGroup clientName,
+ * Message role+timestamp), then a generic
+ * fallthrough across curated keys
  * (name, title, summary, givenName, subject, text) — :ConversationArchive
  * rows (Task 397) carry a stable `title` written by the writer so they pick
  * up the generic-fallback `title` key naturally. Finally a

package/payload/platform/lib/graph-style/dist/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;GAIG;AACH,eAAO,MAAM,mBAAmB,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAyFtD,CAAA;AAED,eAAO,MAAM,qBAAqB,YAAY,CAAA;AAE9C,eAAO,MAAM,gBAAgB,EAAE,SAAS,MAAM,EAE7C,CAAA;AAED;;;;;GAKG;AACH,wBAAgB,gBAAgB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,MAAM,GAAG,IAAI,CAOzE;AAED,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,CAEpD;AAED,MAAM,WAAW,kBAAkB;IACjC,YAAY,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,MAAM,EAAE,MAAM,CAAA;IACd,eAAe,EAAE,MAAM,CAAA;CACxB;AAED;;;;GAIG;AACH,wBAAgB,iBAAiB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,kBAAkB,CAU/E;AASD;;;GAGG;AACH,MAAM,WAAW,aAAa;IAC5B,EAAE,EAAE,MAAM,CAAA;IACV,MAAM,EAAE,MAAM,EAAE,CAAA;IAChB,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAA;CACpC;AAKD;;;;GAIG;AACH,wBAAgB,kBAAkB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAI7D;AAED,iEAAiE;AACjE,wBAAgB,sBAAsB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAIjE;AAED;;;;;;;;;;GAUG;AACH,wBAAgB,cAAc,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CA0D1D;AAED;;;GAGG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CAmC3D"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;GAIG;AACH,eAAO,MAAM,mBAAmB,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAyFtD,CAAA;AAED,eAAO,MAAM,qBAAqB,YAAY,CAAA;AAE9C,eAAO,MAAM,gBAAgB,EAAE,SAAS,MAAM,EAE7C,CAAA;AAED;;;;;GAKG;AACH,wBAAgB,gBAAgB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,MAAM,GAAG,IAAI,CAOzE;AAED,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,CAEpD;AAED,MAAM,WAAW,kBAAkB;IACjC,YAAY,EAAE,MAAM,GAAG,IAAI,CAAA;IAC3B,MAAM,EAAE,MAAM,CAAA;IACd,eAAe,EAAE,MAAM,CAAA;CACxB;AAED;;;;GAIG;AACH,wBAAgB,iBAAiB,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,kBAAkB,CAU/E;AASD;;;GAGG;AACH,MAAM,WAAW,aAAa;IAC5B,EAAE,EAAE,MAAM,CAAA;IACV,MAAM,EAAE,MAAM,EAAE,CAAA;IAChB,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAA;CACpC;AAKD;;;;GAIG;AACH,wBAAgB,kBAAkB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAI7D;AAED,iEAAiE;AACjE,wBAAgB,sBAAsB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CAIjE;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAgB,cAAc,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CAsF1D;AAED;;;GAGG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE,aAAa,GAAG,MAAM,CAuD3D"}

package/payload/platform/lib/graph-style/dist/index.js

@@ -170,8 +170,11 @@ function formatMessageTimestamp(iso) {
 /**
  * 24-char canvas label for a node. Label precedence per label family
  * (ToolCall.toolName, WorkflowRun startedAt formatted, WorkflowStep.label,
- * Person givenName+familyName compose, Agent displayName/slug, Message
- * role+timestamp), then a generic fallthrough across curated keys
+ * Person givenName+familyName compose, Agent displayName/slug, Job
+ * client+#jobId compose, QuoteDocument ref, InboundInvoice
+ * supplier+#confirmationNumber compose, WhatsAppGroup clientName,
+ * Message role+timestamp), then a generic
+ * fallthrough across curated keys
  * (name, title, summary, givenName, subject, text) — :ConversationArchive
  * rows (Task 397) carry a stable `title` written by the writer so they pick
  * up the generic-fallback `title` key naturally. Finally a
@@ -217,6 +220,38 @@ function pickShortLabel(node) {
             return v.length > 24 ? v.slice(0, 24) + '…' : v;
         }
     }
+    else if (primaryLabel === 'Job') {
+        const client = typeof props.client === 'string' ? props.client : '';
+        const jobId = typeof props.jobId === 'string' ? props.jobId : '';
+        const composed = [client, jobId.length > 0 ? `#${jobId}` : '']
+            .filter((s) => s.length > 0)
+            .join(' ');
+        if (composed.length > 0) {
+            return composed.length > 24 ? composed.slice(0, 24) + '…' : composed;
+        }
+    }
+    else if (primaryLabel === 'QuoteDocument') {
+        const ref = typeof props.ref === 'string' ? props.ref : '';
+        if (ref.length > 0) {
+            return ref.length > 24 ? ref.slice(0, 24) + '…' : ref;
+        }
+    }
+    else if (primaryLabel === 'InboundInvoice') {
+        const supplier = typeof props.supplier === 'string' ? props.supplier : '';
+        const conf = typeof props.confirmationNumber === 'string' ? props.confirmationNumber : '';
+        const composed = [supplier, conf.length > 0 ? `#${conf}` : '']
+            .filter((s) => s.length > 0)
+            .join(' ');
+        if (composed.length > 0) {
+            return composed.length > 24 ? composed.slice(0, 24) + '…' : composed;
+        }
+    }
+    else if (primaryLabel === 'WhatsAppGroup') {
+        const clientName = typeof props.clientName === 'string' ? props.clientName : '';
+        if (clientName.length > 0) {
+            return clientName.length > 24 ? clientName.slice(0, 24) + '…' : clientName;
+        }
+    }
     else if (primaryLabel === 'Message') {
         const role = typeof props.role === 'string' ? props.role : '';
         const roleShort = role === 'user' ? 'user'
@@ -283,6 +318,34 @@ function pickDisplayName(node) {
         if (v.length > 0)
             return v;
     }
+    else if (primaryLabel === 'Job') {
+        const client = typeof props.client === 'string' ? props.client : '';
+        const jobId = typeof props.jobId === 'string' ? props.jobId : '';
+        const composed = [client, jobId.length > 0 ? `#${jobId}` : '']
+            .filter((s) => s.length > 0)
+            .join(' ');
+        if (composed.length > 0)
+            return composed;
+    }
+    else if (primaryLabel === 'QuoteDocument') {
+        const ref = typeof props.ref === 'string' ? props.ref : '';
+        if (ref.length > 0)
+            return ref;
+    }
+    else if (primaryLabel === 'InboundInvoice') {
+        const supplier = typeof props.supplier === 'string' ? props.supplier : '';
+        const conf = typeof props.confirmationNumber === 'string' ? props.confirmationNumber : '';
+        const composed = [supplier, conf.length > 0 ? `#${conf}` : '']
+            .filter((s) => s.length > 0)
+            .join(' ');
+        if (composed.length > 0)
+            return composed;
+    }
+    else if (primaryLabel === 'WhatsAppGroup') {
+        const clientName = typeof props.clientName === 'string' ? props.clientName : '';
+        if (clientName.length > 0)
+            return clientName;
+    }
     for (const k of ['name', 'title', 'summary', 'givenName', 'subject', 'text']) {
         const v = props[k];
         if (typeof v === 'string' && v.length > 0)

package/payload/platform/lib/graph-style/dist/index.js.map

@@ -1 +1 @@
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package/payload/platform/lib/graph-style/src/__tests__/parity.test.ts

@@ -112,3 +112,221 @@ describe("pickDisplayName", () => {
     ).toBe(longName);
   });
 });
+
+describe("pickShortLabel — Job", () => {
+  it("composes client + #jobId", () => {
+    expect(
+      pickShortLabel({
+        id: "x",
+        labels: ["Job"],
+        properties: { client: "Mr R French", jobId: "1842" },
+      }),
+    ).toBe("Mr R French #1842");
+  });
+
+  it("client only", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["Job"], properties: { client: "Mr R French" } }),
+    ).toBe("Mr R French");
+  });
+
+  it("jobId only", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["Job"], properties: { jobId: "1842" } }),
+    ).toBe("#1842");
+  });
+
+  it("neither falls back to the label", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["Job"], properties: { status: "quoting" } }),
+    ).toBe("Job");
+  });
+
+  it("truncates an over-cap composition to 24 chars + ellipsis", () => {
+    const out = pickShortLabel({
+      id: "x",
+      labels: ["Job"],
+      properties: { client: "Construction Client With An Extremely Long Trading Name Ltd", jobId: "1842" },
+    });
+    expect(out.length).toBeLessThanOrEqual(25);
+    expect(out.endsWith("…")).toBe(true);
+  });
+});
+
+describe("pickDisplayName — Job", () => {
+  it("returns the untruncated composition", () => {
+    expect(
+      pickDisplayName({
+        id: "x",
+        labels: ["Job"],
+        properties: { client: "Construction Client With An Extremely Long Trading Name Ltd", jobId: "1842" },
+      }),
+    ).toBe("Construction Client With An Extremely Long Trading Name Ltd #1842");
+  });
+
+  it("Job with neither falls back to the label", () => {
+    expect(
+      pickDisplayName({ id: "x", labels: ["Job"], properties: { status: "quoting" } }),
+    ).toBe("Job");
+  });
+});
+
+describe("pickShortLabel — QuoteDocument", () => {
+  it("renders the ref document number", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["QuoteDocument"], properties: { ref: "Q-1042" } }),
+    ).toBe("Q-1042");
+  });
+
+  it("falls back to the label when ref is absent", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["QuoteDocument"], properties: { status: "draft" } }),
+    ).toBe("QuoteDocument");
+  });
+
+  it("truncates an over-cap ref to 24 chars + ellipsis", () => {
+    const out = pickShortLabel({
+      id: "x",
+      labels: ["QuoteDocument"],
+      properties: { ref: "Q-this-quote-reference-is-far-too-long-to-fit" },
+    });
+    expect(out.length).toBeLessThanOrEqual(25);
+    expect(out.endsWith("…")).toBe(true);
+  });
+});
+
+describe("pickDisplayName — QuoteDocument", () => {
+  it("returns the untruncated ref", () => {
+    expect(
+      pickDisplayName({
+        id: "x",
+        labels: ["QuoteDocument"],
+        properties: { ref: "Q-this-quote-reference-is-far-too-long-to-fit" },
+      }),
+    ).toBe("Q-this-quote-reference-is-far-too-long-to-fit");
+  });
+
+  it("falls back to the label when ref is absent", () => {
+    expect(
+      pickDisplayName({ id: "x", labels: ["QuoteDocument"], properties: { status: "draft" } }),
+    ).toBe("QuoteDocument");
+  });
+});
+
+describe("pickShortLabel — InboundInvoice", () => {
+  it("composes supplier + #confirmationNumber", () => {
+    expect(
+      pickShortLabel({
+        id: "x",
+        labels: ["InboundInvoice"],
+        properties: { supplier: "Travis Perkins", confirmationNumber: "88123" },
+      }),
+    ).toBe("Travis Perkins #88123");
+  });
+
+  it("supplier only", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["InboundInvoice"], properties: { supplier: "Travis Perkins" } }),
+    ).toBe("Travis Perkins");
+  });
+
+  it("confirmationNumber only", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["InboundInvoice"], properties: { confirmationNumber: "88123" } }),
+    ).toBe("#88123");
+  });
+
+  it("neither falls back to the label", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["InboundInvoice"], properties: { status: "pending" } }),
+    ).toBe("InboundInvoice");
+  });
+
+  it("truncates an over-cap composition to 24 chars + ellipsis", () => {
+    const out = pickShortLabel({
+      id: "x",
+      labels: ["InboundInvoice"],
+      properties: { supplier: "Builders Merchant With An Extremely Long Trading Name Ltd", confirmationNumber: "88123" },
+    });
+    expect(out.length).toBeLessThanOrEqual(25);
+    expect(out.endsWith("…")).toBe(true);
+  });
+});
+
+describe("pickDisplayName — InboundInvoice", () => {
+  it("returns the untruncated composition", () => {
+    expect(
+      pickDisplayName({
+        id: "x",
+        labels: ["InboundInvoice"],
+        properties: { supplier: "Builders Merchant With An Extremely Long Trading Name Ltd", confirmationNumber: "88123" },
+      }),
+    ).toBe("Builders Merchant With An Extremely Long Trading Name Ltd #88123");
+  });
+
+  it("neither falls back to the label", () => {
+    expect(
+      pickDisplayName({ id: "x", labels: ["InboundInvoice"], properties: { status: "pending" } }),
+    ).toBe("InboundInvoice");
+  });
+});
+
+describe("pickShortLabel — WhatsAppGroup", () => {
+  it("renders clientName", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["WhatsAppGroup"], properties: { clientName: "Mr R French", groupId: "123@g.us" } }),
+    ).toBe("Mr R French");
+  });
+
+  it("falls back to the label when clientName is absent (groupId is not used for display)", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["WhatsAppGroup"], properties: { groupId: "123@g.us" } }),
+    ).toBe("WhatsAppGroup");
+  });
+
+  it("truncates an over-cap clientName to 24 chars + ellipsis", () => {
+    const out = pickShortLabel({
+      id: "x",
+      labels: ["WhatsAppGroup"],
+      properties: { clientName: "Construction Client With An Extremely Long Trading Name Ltd" },
+    });
+    expect(out.length).toBeLessThanOrEqual(25);
+    expect(out.endsWith("…")).toBe(true);
+  });
+});
+
+describe("pickDisplayName — WhatsAppGroup", () => {
+  it("returns the untruncated clientName", () => {
+    expect(
+      pickDisplayName({
+        id: "x",
+        labels: ["WhatsAppGroup"],
+        properties: { clientName: "Construction Client With An Extremely Long Trading Name Ltd" },
+      }),
+    ).toBe("Construction Client With An Extremely Long Trading Name Ltd");
+  });
+
+  it("falls back to the label when clientName is absent", () => {
+    expect(
+      pickDisplayName({ id: "x", labels: ["WhatsAppGroup"], properties: { groupId: "123@g.us" } }),
+    ).toBe("WhatsAppGroup");
+  });
+});
+
+describe("regression — Job and generic labels unaffected by the new branches", () => {
+  it("Job still composes client + #jobId", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["Job"], properties: { client: "Mr R French", jobId: "1842" } }),
+    ).toBe("Mr R French #1842");
+  });
+  it("Person still composes given+family", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["Person"], properties: { givenName: "Dan", familyName: "Brett" } }),
+    ).toBe("Dan Brett");
+  });
+  it("generic name-bearing node unaffected", () => {
+    expect(
+      pickShortLabel({ id: "x", labels: ["LocalBusiness"], properties: { name: "Acme" } }),
+    ).toBe("Acme");
+  });
+});

package/payload/platform/lib/graph-style/src/index.ts

@@ -203,8 +203,11 @@ export function formatMessageTimestamp(iso: string): string | null {
 /**
  * 24-char canvas label for a node. Label precedence per label family
  * (ToolCall.toolName, WorkflowRun startedAt formatted, WorkflowStep.label,
- * Person givenName+familyName compose, Agent displayName/slug, Message
- * role+timestamp), then a generic fallthrough across curated keys
+ * Person givenName+familyName compose, Agent displayName/slug, Job
+ * client+#jobId compose, QuoteDocument ref, InboundInvoice
+ * supplier+#confirmationNumber compose, WhatsAppGroup clientName,
+ * Message role+timestamp), then a generic
+ * fallthrough across curated keys
  * (name, title, summary, givenName, subject, text) — :ConversationArchive
  * rows (Task 397) carry a stable `title` written by the writer so they pick
  * up the generic-fallback `title` key naturally. Finally a
@@ -244,6 +247,34 @@ export function pickShortLabel(node: GraphNodeLike): string {
     if (v.length > 0) {
       return v.length > 24 ? v.slice(0, 24) + '…' : v
     }
+  } else if (primaryLabel === 'Job') {
+    const client = typeof props.client === 'string' ? props.client : ''
+    const jobId = typeof props.jobId === 'string' ? props.jobId : ''
+    const composed = [client, jobId.length > 0 ? `#${jobId}` : '']
+      .filter((s) => s.length > 0)
+      .join(' ')
+    if (composed.length > 0) {
+      return composed.length > 24 ? composed.slice(0, 24) + '…' : composed
+    }
+  } else if (primaryLabel === 'QuoteDocument') {
+    const ref = typeof props.ref === 'string' ? props.ref : ''
+    if (ref.length > 0) {
+      return ref.length > 24 ? ref.slice(0, 24) + '…' : ref
+    }
+  } else if (primaryLabel === 'InboundInvoice') {
+    const supplier = typeof props.supplier === 'string' ? props.supplier : ''
+    const conf = typeof props.confirmationNumber === 'string' ? props.confirmationNumber : ''
+    const composed = [supplier, conf.length > 0 ? `#${conf}` : '']
+      .filter((s) => s.length > 0)
+      .join(' ')
+    if (composed.length > 0) {
+      return composed.length > 24 ? composed.slice(0, 24) + '…' : composed
+    }
+  } else if (primaryLabel === 'WhatsAppGroup') {
+    const clientName = typeof props.clientName === 'string' ? props.clientName : ''
+    if (clientName.length > 0) {
+      return clientName.length > 24 ? clientName.slice(0, 24) + '…' : clientName
+    }
   } else if (primaryLabel === 'Message') {
     const role = typeof props.role === 'string' ? props.role : ''
     const roleShort =
@@ -300,6 +331,26 @@ export function pickDisplayName(node: GraphNodeLike): string {
     const slug = typeof props.slug === 'string' ? props.slug : ''
     const v = dn.length > 0 ? dn : slug
     if (v.length > 0) return v
+  } else if (primaryLabel === 'Job') {
+    const client = typeof props.client === 'string' ? props.client : ''
+    const jobId = typeof props.jobId === 'string' ? props.jobId : ''
+    const composed = [client, jobId.length > 0 ? `#${jobId}` : '']
+      .filter((s) => s.length > 0)
+      .join(' ')
+    if (composed.length > 0) return composed
+  } else if (primaryLabel === 'QuoteDocument') {
+    const ref = typeof props.ref === 'string' ? props.ref : ''
+    if (ref.length > 0) return ref
+  } else if (primaryLabel === 'InboundInvoice') {
+    const supplier = typeof props.supplier === 'string' ? props.supplier : ''
+    const conf = typeof props.confirmationNumber === 'string' ? props.confirmationNumber : ''
+    const composed = [supplier, conf.length > 0 ? `#${conf}` : '']
+      .filter((s) => s.length > 0)
+      .join(' ')
+    if (composed.length > 0) return composed
+  } else if (primaryLabel === 'WhatsAppGroup') {
+    const clientName = typeof props.clientName === 'string' ? props.clientName : ''
+    if (clientName.length > 0) return clientName
   }
   for (const k of ['name', 'title', 'summary', 'givenName', 'subject', 'text']) {
     const v = props[k]

package/payload/platform/plugins/.claude-plugin/marketplace.json

@@ -99,6 +99,11 @@
       "source": "./prompt-optimiser",
       "version": "0.1.0"
     },
+    {
+      "name": "quickbooks",
+      "source": "./quickbooks",
+      "version": "0.1.0"
+    },
     {
       "name": "replicate",
       "source": "./replicate",

package/payload/platform/plugins/admin/hooks/lib/maxy-mcp-plugins.txt

@@ -7,6 +7,7 @@ graph
 graph-viewer
 memory
 outlook
+quickbooks
 replicate
 scheduling
 telegram

package/payload/platform/plugins/admin/skills/platform-architecture/SKILL.md

@@ -1,7 +1,7 @@
 ---
 name: platform-architecture
 description: Use when grounding any documented-surface claim about what Maxy ships — plugins, skills, specialists, install/deploy flows, internals. This is the install catalogue, not evidence of what is enabled on the current account. For install state on this account, call `capabilities-here`; for documented surface, cite the `Source:` URL inline.
-content-hash: sha256:2dbfcb8246f85a6b6adc588c742acaaa57d81196907dc3bcef07a1c6ae2ad013
+content-hash: sha256:70302074e7238ab9292e68575a41070b0f3163494e27cd31a9b455c799a9af56
 brand: maxy-code
 product-name: Maxy
 ---
@@ -1846,6 +1846,40 @@ Latency triage: `mail-list count=0 elapsedMs<200` consistent → permissions iss
 
 Write tools (send, draft, move, flag), OneDrive / Files, push notifications, on-premises Exchange, M365 admin scopes (`User.Read.All`, `AuditLog.Read.All`), public-agent exposure, multi-tenant federation. See `platform/plugins/outlook/PLUGIN.md` for the full out-of-scope list.
 
+---
+# QuickBooks Online
+Source: https://docs.getmaxy.com/quickbooks.md
+
+# QuickBooks Online
+
+Connect QuickBooks Online so the agent can read your books and create records — invoices, customers, bills, payments, and reports — over Intuit's REST API.
+
+QuickBooks Online is the cloud product. Your books live in Intuit's cloud, so every request proves two things: that the connecting app is yours, and that someone authorized it to touch a specific company. Maxy ships to your own machine and never runs a shared backend, so it cannot hold one master QuickBooks identity for everyone. Instead you bring your own Intuit app, and its keys are stored only on your install.
+
+## What you do once
+
+**1. Register an Intuit app.** Go to [developer.intuit.com](https://developer.intuit.com), create an app, and turn on the Accounting scope. Copy the app's **client ID** and **client secret**. In the app's OAuth settings, add a **redirect URI**: your public agent address followed by `/api/quickbooks/callback`. Intuit does not allow `localhost` for live use, which is why the address is your public one. Start with the free **sandbox** keys (Intuit gives you up to five practice companies) before moving to real books.
+
+**2. Hand the keys to the agent.** Tell the agent your client ID and secret, and whether they are sandbox or production. The agent stores them on your install only.
+
+**3. Authorize each company.** Ask the agent to start a connection. It gives you a link; you open it, sign in to Intuit, and approve one company. That is the only manual step per company. An accountant with several companies under one app just repeats this for each.
+
+## What the agent does after that
+
+Everything else is automatic. The agent keeps the connection alive on its own, refreshing access behind the scenes, and can:
+
+- **Read** anything — "show me unpaid invoices since January", "list my customers", "what bills are due this week".
+- **Pull reports** — profit and loss, balance sheet, aged receivables, for any date range.
+- **Create and update records** — raise an invoice, add a customer, enter a bill, record a payment.
+
+## Keeping it healthy
+
+A QuickBooks connection goes stale if it sits unused for about 100 days, or if you revoke access from your Intuit account. Ask the agent to run a connection audit now and then; if a company shows as not alive, just re-authorize it with a fresh link. Reading has a generous free monthly allowance and writing is free, so the agent favours precise lookups over pulling everything.
+
+## Moving to real books
+
+Switching your Intuit app from sandbox to production requires passing Intuit's own production security review. That is between you and Intuit; it is not something the agent does for you.
+
 ---
 # LinkedIn Extension
 Source: https://docs.getmaxy.com/linkedin-extension.md
@@ -2286,7 +2320,7 @@ either is a regression.
 
 **`/chat` empty-state greeting panel.** While the admin webchat has no conversation JSONL yet (`GET /api/webchat/session` → `projectDir:null`), `app/chat/page.tsx` renders a "What's up next, {givenName}?" greeting (given name = first whitespace token of the admin session's `userName`) above two read-only lists from `GET /api/webchat/greeting` (`server/routes/webchat-greeting.ts`, `requireAdminSession`-gated, `accountId`-scoped): the next 5 upcoming `:Event` rows (`eventStatus IN ['scheduled','due']`, future `COALESCE(nextRun, startDate)`, soonest first) and the outstanding `:Task` rows (`status IN ['pending','active','running']`, 5 shown + `+N more`). Read failure returns HTTP 200 `{ ok: false }` and the page shows the headline alone — the panel never blocks the composer. A third section, **Your specialists**, shows the account's installed roster — every `*.md` under `data/accounts/<accountId>/specialists/agents/`, core and `--`-prefixed premium files alike — shown by frontmatter `name` + `summary` (fallback `description`), empty dir → "No specialists installed". The roster read (`app/lib/claude-agent/specialist-roster.ts`) is isolated from the graph fallback: malformed files are skipped (`op=specialist-skipped file=<name> reason=<…>`), a whole-roster failure degrades to `specialists: []` inside the `ok: true` payload (`op=specialists-read-failed`). Logs: `[webchat:greeting] op=read account=<id8> events=<n> tasks=<n> specialists=<n> ms=<n>` / `op=read-failed reason=…`; client warns `[admin-ui] greeting-unavailable …`. The full webchat architecture lives in `.docs/admin-webchat-native-channel.md`.
 
-**`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble with only the message text (no label, no per-turn time); all agent output renders as plain prose (the reply-document filename line stays, as prose); a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
+**`/chat` Claude-desktop transcript presentation.** The admin webchat keeps the shared `Transcript` shell (stream, follow-tail) but injects a /chat-only item renderer via the component's optional `renderItems` prop: `renderChatTimeline` in `app/chat/transcript-render.tsx`. Presentation: operator turns render as a right-aligned grey bubble showing the message text and, beneath it, a subtle always-visible time-of-day stamp (no label); delivered agent replies render as plain prose with the same time-of-day stamp beneath (the reply-document filename line stays, as prose); the stamp is HH:MM from the turn's `ts` (locale-formatted, right-aligned inside the operator bubble, left-aligned under agent prose), and a turn whose `ts` is null/unparseable shows no stamp, never an empty line — so only delivered operator and agent-reply turns are stamped, while tool runs, the collapsed "Thinking" block, and the agent-error banner stay time-free; a maximal consecutive run of `tool-call`/`tool-result` turns renders as one collapsed grey one-liner ("Used N tools ›") whose expansion shows every call and result payload — a lone call still gets the one-liner, and prose or a directive row ends a run. The WhatsApp reader (`/whatsapp`) omits the prop and keeps the default `renderTimeline`, so its rendering is unchanged; both presentations are test-pinned (`app/whatsapp/__tests__/Transcript-*.test.tsx` unmodified, `app/chat/__tests__/transcript-render.test.tsx` new).
 
 **maxy title for public sessions.** A `role=public` webchat spawn never produces a useful Claude Code `ai-title` (an anonymous one-line visitor turn), so every public row would otherwise read identically. The webchat route (`chat.ts`) composes a deterministic title — `Web · <senderId[:8]>[ · <personId>] · <UTC YYYY-MM-DD HH:mm>` (personId present only for gated visitors) — and threads it through the native webchat gateway's public spawn (`handleInbound` → `buildPublicWebchatSpawnRequest` → `managerSpawn`) to the manager `POST /public-spawn` body as `name`. `/spawn` validates it with `validateUserTitle` and, for `role=public` only, writes it into `UserTitleStore` so it occupies the operator-rename tier and wins over `ai-title`. Admin (`/rc-spawn`) and WhatsApp titling are unchanged. Observability: every public spawn logs `[spawn] role=public … title="…"` (or `title=missing`); the manager's row builder emits `[public-title] sessionId=… unexpected titleSource=<ai|null>` on the next list read for any public row that did not resolve from the user tier.
 
@@ -2309,7 +2343,7 @@ either is a regression.
 | `/sidebar-artefact-content` | Reads a single artefact's bytes for the artefact pane. |
 | `/sidebar-artefact-save` | Persists an artefact edit. |
 | `/attachment` | Per-attachment binary fetch (images, PDFs, etc.). |
-| `/files` | File browser CRUD (list, download, upload, delete). Listings put directories first, then files newest-first by `mtime` (name tie-break) so a just-changed file leads the panel. |
+| `/files` | File browser CRUD (list, download, upload, delete). Listings put directories first, then files newest-first by `mtime` (name tie-break) so a just-changed file leads the panel. Upload is a raw-body stream (file bytes are the request body; `session_key`/`path`/`filename` in the query) written to disk without buffering — ceiling 2 GB (`MAX_DATA_UPLOAD_BYTES`), over-ceiling bodies abort mid-stream with `413`; the client shows a determinate progress bar. Distinct from the 50 MB in-memory chat-attachment cap. |
 
 **Artefact download resolution.** Clicking a sidebar Artefacts row
 streams the `KnowledgeDocument`'s real backing file, which can live in one of
@@ -2337,6 +2371,24 @@ that folder instead of snapping back to the data root; the hash never reaches
 the server and `/data` has no client router, so the channel is isolated.
 `path=` is cleared at the root for a clean URL.
 
+**`/data` upload — button and drag-drop.** Besides the Upload button (one OS-picked
+file, stored under a timestamped name), files and whole folders can be dragged
+onto the file-browser body to upload into the open folder. A dropped folder's
+subtree is recreated under the open folder and every contained file uploaded,
+preserving source names and relative paths (a same-named file in an existing
+folder is overwritten; empty source subfolders are skipped). The drop region
+shows an active outline while a drag is over it and is inert wherever the open
+folder is not writable (outside the operator's own `accounts/<id>/…` subtree),
+rejecting the drop with the same "Open a folder inside your account to upload"
+guidance as the button. Each drop reports an uploaded/skipped summary; a file
+that fails the 50 MB limit, the MIME allowlist, or its HTTP write is skipped
+individually without aborting the rest, and every uploaded file is indexed for
+search exactly as the button path is. The server `/files/upload` endpoint takes
+an optional `relpath` form field (the file's path relative to the drop root); it
+recreates that path's directories under the open folder, scope-checked level by
+level, and writes the file under its original basename. A flat upload (no
+`relpath`) is unchanged.
+
 **`/data` operator surface.** `/data` mounts the operator
 `HeaderMenu` (logo-left / name-centre / burger-right; flyout = Chat / Data /
 Log out) above the toolbar — the burger's Chat item returns to `/`, replacing
@@ -2515,7 +2567,7 @@ authoritative. This section names the surfaces and what backs each.
 | `+ New session` button | Opens `NewSessionModal`, which POSTs `{channel, permissionMode, model, initialMessage}` to `/api/admin/claude-sessions`. | `claude-sessions.ts` |
 | Mode trigger | Per-`(accountId, userId)` `SpawnPreference` for `permissionMode` and `model`; persists across reload, tab, device. | `session-defaults.ts` |
 | Nav rows (Chat / People / Agents / Projects / Tasks / Artefacts) | People, Agents, Tasks open the artefact-pane Graph filtered to the matching label. Chat selects the active conversation. Artefacts swaps the list to editable documents. | `graph-search.ts`, `graph-subgraph.ts`, `sidebar-artefacts.ts` |
-| Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). | `/claude-sessions/events`, `/claude-sessions` |
+| Sessions list (Active / Archived / All) | Live row store driven by SSE; manual reconcile button on the segmented control re-fetches the full id set. Every listed row carries two launch actions: the claude.ai/code resume (`ExternalLink`) and a chat-launch (`MessageSquare`) that opens `/chat?session=<full sessionId>` — the admin webchat pointed at that exact session; sending there resumes a stopped session with the webchat channel bound to that id (see `admin-webchat-native-channel.md`, "Session-targeted mode"). At the ≤720 px drawer breakpoint each row stacks into two lines — dot + title + id/stamp, then the action icons — with a divider between rows and actions at full opacity (the desktop hover-gated 0.5 opacity never resolves on touch). Below a 400 px list width each row's action icons collapse to a single `MoreHorizontal` ellipsis trigger; its popover menu lists the same actions as the inline icons but labels them with concise verbs (`Resume in claude.ai/code`, `Open in webchat`, `Stop`, `Archive` / `Unarchive`, `Rename`, `Delete`) rather than the inline icon buttons' verbose per-session aria-labels — the inline buttons keep those verbose labels because an icon-only control needs the full descriptive accessible name. | `/claude-sessions/events`, `/claude-sessions` |
 | Channel reader nav rows (WhatsApp / Telegram) | One conditional nav row **per interactive channel that has ≥1 admin session**. Each row carries its brand glyph (WhatsApp `#25D366`, Telegram `#229ED9`); a channel with no admin session shows no row, and no install ever shows an always-empty "No conversations" row. The channel list loads **once on sidebar mount** (the per-channel counts must be known before the nav renders), so a failed load shows one muted, non-clickable line instead of channel rows. Clicking a channel row lists that channel's admin conversations; each conversation row shows a **display name** resolved by precedence `operatorName ?? whatsappName ?? senderId ?? title`: the bound `Person givenName familyName` when a `senderId`→`userId` binding exists, else the persisted WhatsApp display name (`pushName`, read from the latest `:Message:WhatsAppMessage.senderName`), else the raw `senderId`, else the agent title; the agent session title is the hover tooltip only. Under the name each row shows a **last-message-time breadcrumb** (`conv-timestamp`, same markup as the Sessions rows) formatted from the row's `lastMessageAt` (the last parseable turn's `ts`); a session with no parseable turn shows no time, never "Invalid Date". A click on a conversation **opens its transcript on the home surface**: on `/` it selects in place, and from any other route (`/graph`, `/data`, `/browser`) it navigates to `/?wa=<sessionId>&projectDir=<dir>`, which the root shell hydrates on mount (then strips the query so a later refresh does not re-pin a closed conversation). Server logs `[wa-reader] op=operator-name-fallback senderId=… source=whatsapp-pushname` when the pushName fallback fires and `[wa-reader] op=conversations count=<n> withTimestamp=<m>` per list build; the client logs `[admin-ui] wa-open route=… via=<in-place\|navigate> …` and `[admin-ui] wa-hydrate route=/ …`. | `/whatsapp-reader/conversations` |
 | Channel transcript (`<Transcript>`) | Reads one session's JSONL over SSE (`/whatsapp-reader/stream`) and renders both sides plus tool calls — the turns claude.ai/code hides because channel inbound is stamped `isMeta`. Every turn shows its time-of-day (HH:MM from the turn's `ts`; a null/unparseable `ts` shows no time, never "Invalid Date"). `tool-call`/`tool-result` turns render as **collapsed cards** (chevron + label + time, default collapsed, expandable per card; one card's state never affects another) so the human↔agent text is not buried in JSON; the three conversation kinds always render in full. The thread **follows the tail**: it opens at the newest turn and pins to the bottom on each live append **only while the operator is already within 32 px of the bottom** — a scroll up suppresses the jump so reading history is never yanked. While the operator is scrolled up a **jump-to-bottom control** (`.wa-jump`, bottom-right of the viewport) appears; clicking it scrolls to the newest turn and re-arms follow-tail, and it hides again at the bottom. The thread scrolls inside its grid cell (header/sidebar/footer fixed). The stream sends a 20 s heartbeat so an idle Cloudflare tunnel does not idle-drop, tags each frame with a byte-offset `id:`, and resumes from the client's `Last-Event-ID` on reconnect (no duplicate backlog); the client clears the "Stream disconnected" banner on reopen and latches it only on a terminal CLOSED state. The thread also interleaves a collapsed `⚙ directive injected (N B)` row per turn, sorted by timestamp just before the turn it informed; expanding one fetches the exact stored `prompt-optimiser-directive` bytes for that turn. The entries are listed by `GET /whatsapp-reader/directives?sessionId=` and the bytes served by `GET /whatsapp-reader/directive?sessionId=&name=`, both admin-gated and account-scoped; a missing store degrades to no rows. | `/whatsapp-reader/stream`, `/whatsapp-reader/directives`, `/whatsapp-reader/directive` |
 | Conversations row hover actions | Inline rename, archive, delete, JSONL view / download per row. The historical `.conversations-modal` CSS block exists in `globals.css` but is no longer mounted from any TSX — Sidebar.tsx now owns every per-row affordance directly. | `claude-sessions.ts` |